Nishit Agarwal

CEO

Kolkata, West Bengal, India2 yrs 10 mos experience
Highly Stable

Key Highlights

  • Transformed proprietary trading to full-service wealth advisory.
  • Increased AUM to over ₹500 crores under advisory.
  • Implemented AI for enhanced client experience.
Stackforce AI infers this person is a Fintech expert specializing in wealth management and financial advisory.

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Skills

Core Skills

Wealth ManagementFinancial Advisory

Other Skills

Tax PlanningRetirement PlanningTechnology & InnovationClient SolutionsRisk ManagementCompliance ManagementSuccession PlanningFinancial StrategyEstate PlanningStock ResearchPersonal finance managementPortfolio Management

About

Building portfolios that don’t break when markets do Most investors chase returns. Few focus on what truly matters: protecting wealth and sleeping peacefully through volatility. At Gateway Financial Services Ltd., a 30-year-old Kolkata-based wealth management and stock broking firm with ₹500+ crores under advisory and 1000+ clients, we do things differently. Our philosophy is simple: Protect first. Compound next. Every strategy we recommend is tested with our own capital before it reaches our clients. Hi, I’m Nishit Agarwal, Director at Gateway Financial Services. I grew up in a family where markets were part of everyday life. For decades, we traded only our own money -- no clients, no tips, just discipline and data. By Class 11, I was reading balance sheets at the dinner table and learning how businesses actually succeed, and how some quietly fail. 🎓Economics, King’s College London 📉Learned resilience through real-world losses — from COVID panic to the Russia–Ukraine crash. 💡Those lessons shaped my approach to wealth management — grounded in psychology, risk, and trust. Today, our team helps HNIs and founders build portfolios that thrive even in uncertain markets. → Tested, disciplined investment frameworks → Real-world experience behind every strategy → Focus on financial peace, not just performance Because wealth isn’t built by chasing the next tip, it’s built by compounding through every market cycle. If you want a portfolio that grows steadily and helps you sleep better at night, message me here on LinkedIn.

Experience

2 yrs 10 mos
Total Experience
2 yrs 10 mos
Average Tenure
2 yrs 10 mos
Current Experience

Gateway financial services ltd.

2 roles

Director| Wealth Management & Stock Broking

Jun 2023Present · 2 yrs 10 mos · Kolkata, West Bengal, India · On-site

  • As a Director, Led the firm’s transformation from proprietary trading to full-service wealth advisory and stock broking.
  • Delivering bespoke financial strategies for HNWIs, Founders, and Family Offices, while modernising processes with technology and preserving principles of integrity and discipline.
Wealth ManagementTax PlanningFinancial Advisory

Director| Wealth Management & Stock Broking

May 2019Present · 6 yrs 11 mos · Kolkata, West Bengal, India · On-site

  • Key Responsibilities and Achievements:
  • Portfolio Growth: Increased AUM from a proprietary trading desk to ₹500+ crores under advisory.
  • Financial Advisory: Designed personalised retirement and intergenerational wealth transfer strategies to enable clients’ financial freedom.
  • Technology & Innovation: Implemented AI-powered updates and custom portfolio dashboards to enhance client experience.
  • Client Solutions: Provided tax-efficient investing, risk management, and equity strategies, ensuring resilient portfolios across market cycles.
Wealth ManagementTax PlanningFinancial Advisory

Education

King's College London

Bachelor of Science - BS — Economics

Sep 2019Aug 2022

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